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Ulteig Persona Survey
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Leadership / Other
Business Development / Proposals
Clients
Project Management / Technical Services
Marketing
Leadership / Other
Business Development / Proposals
Clients
Project Management / Technical Services
Marketing
Leadership
Name
(Required)
First
Last
Title
(Required)
Email
(Required)
If your work covers more than one Lifeline Sector or Client Type, please select the one you feel most familiar with. Answer all questions that follow with just this Lifeline Sector and Client Type in mind.
Hidden
Applicable Lifeline Sector
(Required)
Power
Renewables
Hidden
Power Client Type
(Required)
Investor-Owned Utilities
Electric Co-ops
Electric Municipals
Hidden
Renewable Client Type
(Required)
Contractor/EPC
Owner/Operator/Independent Power Producer (IPP)
Developer
1. How likely is a signed client to return for another project?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 1: How likely is a signed client to return for another project?
2. Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
(Required)
Yes
No
Most likely
Other
Additional response to question 2: Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
3. How often would you propose sending applicable, free marketing content to a signed client?
(Required)
As often as possible
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 3: How often would you propose sending applicable, free marketing content to a signed client?
4. Do most clients need a board or group of individuals to approve a partnership Ulteig?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 4: Do most clients need a board or group of individuals to approve a partnership with Ulteig?
5. How often do clients negotiate costs?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Are there any common questions or steps that clients take?
(Required)
Additional response to question 5: How often do clients negotiate costs?
6. How knowledgeable are potential clients?
(Required)
Very knowledgeable
Somewhat knowledgeable
Not knowledgeable
Other
Additional response to question 6: How knowledgeable are potential clients?
7. If they are knowledgeable, do they know exactly what they need when they call?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Additional response to question 7: If they are knowledgeable, do they know exactly what they need when they call?
(Required)
8. How much growth opportunity do you see in the selected Lifeline Sectors and client type?
(Required)
Exponential growth
Strong growth
Average growth
Limited growth
No growth
Other
Why?
(Required)
Additional response to question 8: How much growth opportunity do you see in the selected Lifeline Sectors and client type?
9. What products and/or services would you like to see featured on the homepage of your website?
(Required)
Hidden
9. Who are your top 5-8 competitors within the selected Lifeline Sector and client type?
Hidden
10. What is the future for this Lifeline Sector and/or client type?
Hidden
11. Where do you think Ulteig can improve?
Hidden
12. Where is Ulteig’s strength in this Lifeline Sector and/or client type?
Hidden
13. What sets Ulteig apart from the competition?
Hidden
14. What solutions/services do you see the most opportunity for growth in? Why?
Hidden
15. What do you think is on the horizon for this Lifeline Sector and client type? What new advancements do you see in the next 5-10 years?
Hidden
16. What do you see as Ulteig’s biggest challenge in the next 3-5 years? 5-10 years?
Hidden
17. Where do you think Ulteig’s biggest opportunity lies within this Lifeline Sector and client type?
Hidden
18. Where do you think Ulteig can improve in this Lifeline Sector and client type?
Hidden
19. How important is internal hiring for this Lifeline Sector and/or client type?
Hidden
20. What do you think sets Ulteig apart from the competition in this Lifeline Sector and client type?
Hidden
21. What would you change, if anything, about your business development process?
Hidden
22. How do you think new clients are finding Ulteig?
Hidden
23. What do you think clients value most from Ulteig?
Hidden
24. What solutions/services do you see the most opportunity for growth in, and why?
Hidden
25. What opportunities do you see in the future for clients working through and with multiple lifelines for their projects and goals?
Hidden
Goals for the selected Lifeline Sector and client type
Hidden
3-4 Goals for the Next Year
(Revenue, hiring, acquisition, sales, etc.). Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
2-3 Goals for the Next Two Years
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
1-2 Goals for the Next Five Years
Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Thank you for your time and insights!
Δ
Business Development and Proposals
Name
(Required)
First
Last
Title
(Required)
Email
(Required)
If your work covers more than one Lifeline Sector or Client Type, please select the one you feel most familiar with. Answer all questions that follow with just this Lifeline Sector and Client Type in mind.
Hidden
Applicable Lifeline Sector
Power
Renewables
Hidden
Power Client Type
Investor-Owned Utilities
Electric Co-ops
Electric Municipals
Hidden
Renewable Client Type
Contractor/EPC
Owner/Operator/Independent Power Producer (IPP)
Developer
1. What is the timeline of an ideal project (from acceptance of terms to completion)?
(Required)
1 month
2-4 months
5-7 months
8-12 months
12+ months
Other
Why is that the ideal timeline?
(Required)
What services or project types does Ulteig excel in or do you believe yield the best client and internal outcome?
(Required)
Additional response to question 1: What is the timeline of an ideal project (from acceptance of terms to completion)?
2. On average, how long does it take to assemble a proposal or scope?
(Required)
1-2 weeks
Less than 4 weeks
1-2 months
3-6 months
6+ months
Other
Additional response to question 2: On average, how long does it take to assemble a proposal or scope?
3. How often is the decision maker performing initial outreach on behalf of a potential client prior to a signed agreement?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 3: How often is the decision maker performing initial outreach on behalf of a potential client prior to a signed agreement?
4. When a potential client is vetting partners, how often are you communicating with the client?
(Required)
Daily
Weekly
Monthly
Quarterly
Other
Additional response to question 4: When a potential client is vetting partners, how often are you communicating with the client?
5. Once a client is signed, how likely are they to use Ulteig for additional services?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 5: Once a client is signed, how likely are they to use Ulteig for additional services?
6. Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Additional response to question 6: Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
Hidden
7. How often would you propose sending applicable, industry-relevant marketing content to a client (industry news, Ulteig updates, thought leadership, etc)?
As often as possible
Weekly
Monthly
Quarterly
Yearly
Other
Hidden
Why?
Hidden
Additional response to question 7: How often would you propose sending applicable, industry-relevant marketing content to a client (industry news, Ulteig updates, thought leadership, etc)?
7. How often do you use Ulteig marketing content to sell?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Why?
(Required)
Additional response to question 7: How often do you use Ulteig marketing content to sell?
8. Do most clients need a board or group of individuals to approve a partnership Ulteig?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 8: Do most clients need a board or group of individuals to approve a partnership with Ulteig?
9. Once a final proposal or quote is given to the client, how long does it take for them to make a decision?
(Required)
Weeks
Months
Quarters
Years
Other
Additional response for question 9: Once a final proposal or quote is given to the client, how long does it take for them to make a decision?
10. Once a final proposal or quote is delivered, how many meetings are typically required prior to a signed agreement?
(Required)
1-2
3-4
5-6
7-8
9-10+
Other
What are the most common questions clients ask during these meetings?
(Required)
Additional response to question 10: Once a final proposal or quote is delivered, how many meetings are typically required prior to a signed agreement?
Hidden
12. Does Ulteig have a process or system in place for additional marketing content delivery after a proposal or quote has been sent (industry news, Ulteig updates, thought leadership, etc)?
Yes
No
Other
Hidden
Walk us through the process.
Hidden
Should there be?
Hidden
Additional response to question 12: Does Ulteig have a process or system in place for additional marketing content delivery after a proposal or quote has been sent (industry news, Ulteig updates, thought leadership, etc)?
11. How often do clients negotiate costs?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Are there any common questions or steps that clients take?
(Required)
Additional response to question 11: If yes, are there any common questions or steps that clients take?
12a. Do you ever reach out to cold potential prospects?
(Required)
Yes
No
Other
Why not?
(Required)
Hidden
14b. What might prompt you to reach out to a cold prospect?
12b. How often does that yield results?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 12b: How often does that yield results?
(Required)
Additional response to question 12a: Do you ever reach out to cold potential prospects?
13. How do you source sales targets/leads?
Please select all that apply.
Industry Connections
LinkedIn
Ad Campaigns
Other
Additional response to question 13: How do you source sales targets/leads?
14. How knowledgeable are potential clients?
(Required)
Very knowledgeable
Somewhat knowledgeable
Not knowledgeable
Other
Additional response to question 14: How knowledgeable are potential clients?
15. If they are knowledgeable, do they know exactly what they need when they call?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Additional response to question 15: If they are knowledgeable, do they know exactly what they need when they call?
16. How often do leads come through the website, digital ads or social media?
(Required)
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 16: How often do leads come through the website, digital ads or social media?
17. What products and/or services would you like to see featured on the homepage of your website?
(Required)
Hidden
19. How long is the sales cycle (from first contact to a signed agreement)?
Hidden
20. What is the title(s) of the individual(s) (client side) who makes the final decision to partner with Ulteig?
Hidden
21. What is the title of the internal Ulteig individual who signs off on proposals?
Hidden
22. Does seasonality affect this Lifeline Sector or client type?
Hidden
23. Who are your top 5-8 competitors within the selected Lifeline Sector and client type?
Hidden
24. How do you believe potential clients are researching partners? Web? Industry connections?
Hidden
25. Once they identified their top potential partners, how do you think they are validating their decision before they reach out? (reviewing your website, checking social media, etc.?)
Hidden
26. How knowledgeable are potential clients? Do they have a strong foundational knowledge in the technical or engineering aspects of the project?
Hidden
27. Is the person calling or inquiring to find a partner well versed in the engineering or tech details?
Hidden
28. How long does it take to respond to a RFP/RFQ for an ideal project?
Hidden
Is that faster or slower than what you would like?
Hidden
29. What is Ulteig’s biggest challenge in finding more work within this Lifeline Sector and/or with this client type?
Hidden
30. Are there any post-purchase steps currently in place to deliver support, marketing content, etc? Do you have any suggestions for what you would like to see?
Hidden
31. What is the most common information you need to assemble to create a pitch for an “ideal client”?
Hidden
32. What is the most common information you need to assemble to create a final quote/proposal for an “ideal client”?
Hidden
33. What is the future for this Lifeline Sector and/or client type?
Hidden
34. Where do you think Ulteig can improve?
Hidden
35. Where is Ulteig’s strength in this Lifeline Sector and/or client type?
Hidden
36. What sets Ulteig apart from the competition?
Hidden
37. What solutions/services do you see the most opportunity for growth in? Why?
Hidden
38. What size of project (revenue, staff allocation, etc.) is most attractive to Ulteig?
Hidden
Client Types
Hidden
For the selected Lifeline Sector and client type, walk us through the typical individuals who you believe are involved in the sourcing and bidding process–everyone from the initial contact to the final decision maker.
(Required)
Click the plus sign at the end of the notes box to add more lines.
Title
Age
Gender
Geo Location
Responsibilities
Traits
Add'l Notes
Add
Remove
Hidden
Goals for the selected Lifeline Sector and client type
Hidden
3-4 Goals for the Next Year
(Required)
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
2-3 Goals for the Next Two Years
(Required)
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
1-2 Goals for the Next Five Years
(Required)
Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Thank you for your time and insights!
Δ
Clients
Name
(Required)
First
Last
Title
(Required)
Email
(Required)
If your work covers more than one Lifeline Sector or Client Type, please select the one you feel most familiar with. Answer all questions that follow with just this Lifeline Sector and Client Type in mind.
Hidden
Applicable Lifeline Sector
(Required)
Power
Renewables
Hidden
Power Client Type
(Required)
Investor-Owned Utilities
Electric Co-ops
Electric Municipals
Hidden
Renewable Client Type
(Required)
Contractor/EPC
Owner/Operator/Independent Power Producer (IPP)
Developer
1. What do you value most from Ulteig?
(Required)
Choose all that apply.
Work quality
Transparency
Communication
Price
Value
Online resources
Industry expertise
Other
Additional response to question 1: What do you value most from Ulteig?
2. How likely are you to work with Ulteig in the future?
(Required)
Guaranteed
Very likely
Somewhat likely
Not likely
Why?
(Required)
Additional response to question 2: How likely are you to work with Ulteig in the future?
3. How long did it take for you to source and approve the Ulteig partnership?
(Required)
Less than a month
1-3 months
4-6 months
7-10 months
11-12 months
12+ months
Other
Additional response to question 3: How long did it take for you to source and approve the Ulteig partnership?
4. Does your company require a board or group approval before partnering with Ulteig or a similar relationship?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
When would you need or not need a board or group approval to move forward with a project?
(Required)
Additional response to question 4: Does your company require a board or group approval before partnering with Ulteig or a similar relationship?
5. How did you originally hear of Ulteig?
(Required)
Please select all that apply.
Industry connections
Internal connection or referral
Personal connection
Digital advertising
Online content
Social Media
Trade Show
Other
Additional response to question 5: How did you originally hear of Ulteig?
6. How often do you engage, read or review Ulteig online content?
(Required)
Always
Very often
Sometimes
Rarely
Never
Additional response to question 6: How often do you engage, read or review Ulteig online content?
7. After a successful project completion are you required to source a new partner(s) for future projects?
(Required)
Always
Very often
Sometimes
Rarely
Never
Why?
(Required)
Additional response to question 7: After a successful project completion are you required to source a new partner(s) for future projects?
8. How often are you sourcing for new partners?
(Required)
Weekly
Monthly
Quarterly
Yearly
Additional response to question 8: How often are you sourcing for new partners?
9. Where do you start when looking for new partners?
(Required)
Personal connections
Internal connections
Online research
Social media
Advertising
Trade Show
Other
Additional response to question 9: Where do you start when looking for new partners?
10. Do you have seasonality in your business?
(Required)
Yes
No
What are the busy and slow seasons? Why?
(Required)
11. Do you have a set budget prior to beginning a project?
(Required)
Yes
No
How is a budget determined?
(Required)
12. If you received a monthly or quarterly email with services info, industry updates/insight, etc., from any partner or source, would you read/engage with it?
(Required)
Yes
No
Why?
(Required)
Hidden
13. How long have you personally worked with Ulteig?
Hidden
14. Walk us through your partner sourcing process – who is assigned to start the search? What is their title? What steps do they take? How does this process progress until a final selection is made?
Hidden
15. If you do not have a partner, how do you find potential fits? Who starts this process?
Hidden
16. Once you get a quote, what steps do you have internally to get it approved?
Hidden
17. How is the list of potential partners whittled down to final selections? How long does this process take?
18. What are some reasons you would
not
choose a vendor partner?
(Required)
Hidden
18. What are some reasons you would not choose a vendor partner?
Hidden
19. What have other partners done (regardless of their service or product offered) to build loyalty from you that you found valuable?
Hidden
20. What are you looking for from a vendor/partner to win repeat business?
Hidden
21. Does social media content, website content, and articles in Google search results from vendors play a role in who you decide to work with?
Hidden
22. What makes a perfect vendor/partner for your business?
Hidden
23. What do you think sets Ulteig apart from the competition?
Thank you for your time and insights!
Δ
Project Management and Technical Services
Name
(Required)
First
Last
Title
(Required)
Email
(Required)
If your work covers more than one Lifeline Sector or Client Type, please select the one you feel most familiar with. Answer all questions that follow with just this Lifeline Sector and Client Type in mind.
Hidden
Applicable Lifeline Sector
Power
Renewables
Hidden
Power Client Type
Investor-Owned Utilities
Electric Co-ops
Electric Municipals
Hidden
Renewable Client Type
Contractor/EPC
Owner/Operator/Independent Power Producer (IPP)
Developer
1. What is the timeline of an ideal project (from acceptance of terms to completion)?
(Required)
1 month
2-4 months
5-7 months
8-12 months
12+ months
Other
Why is that the ideal timeline?
(Required)
Additional response to question 1: What is the timeline of an ideal project (from acceptance of terms to completion)?
2. How often is the end decision maker the one doing the initial project research?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 2: How often is the end decision maker the one doing the initial project research?
3. How often are you contacting or communicating with a client once a project starts?
(Required)
As often as possible
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 3: How often are you contacting or communicating with a client once a project starts?
4. When a potential client is vetting potential partners, how often are you communicating with them?
(Required)
Daily
Weekly
Monthly
Quarterly
Other
Additional response to question 4: How often are you contacting or communicating with a client once a project starts?
5. Once a client is signed, how likely are they to use Ulteig for additional services?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 5: Once a client is signed, how likely are they to use Ulteig for additional services?
6. Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Additional response to question 6: Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
7. How often would you propose sending applicable, free marketing content to a signed client?
(Required)
As often as possible
Weekly
Monthly
Quarterly
Yearly
Other
Hidden
Why?
Additional response to question 7: How often would you propose sending applicable, free marketing content to a signed client?
8. How often do you use Ulteig marketing content to sell or inform clients?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Why?
(Required)
Additional response to question 8: How often do you use Ulteig marketing content to sell or inform clients?
9. Do most clients need a board or group of individuals to approve a partnership with Ulteig?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 9: Do most clients need a board or group of individuals to approve a partnership with Ulteig?
10. Once a final proposal or quote is given to the client, how long does it take for them to make a decision?
(Required)
Weeks
Months
Quarters
Years
Other
Additional response to question 10: Once a final proposal or quote is given to the client, how long does it take for them to make a decision?
11. Once a final proposal or quote is delivered, how many meetings are typically required prior to a signed agreement?
(Required)
1-2 meetings
3-4 meetings
5-6 meetings
7-8 meetings
9-10+ meetings
Other
What are the most common questions clients ask during these meetings?
(Required)
Additional response to question 11: Once a final proposal or quote is delivered, how many meetings are typically required prior to a signed agreement?
12. Does Ulteig have a process or system after a proposal or quote has been sent?
(Required)
Yes
No
Other
Walk us through the process.
(Required)
Should there be?
(Required)
Additional response to question 12: Does Ulteig have a process or system after a proposal or quote has been sent?
13. How often do clients negotiate costs?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Are there any common questions or steps that clients take?
(Required)
How often does that yield results?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question: How often does that yield results?
Additional response to question 13: If they, are there any common questions or steps that clients take?
14. How knowledgeable are potential clients?
(Required)
Very knowledgeable
Somewhat knowledgeable
Not knowledgeable
Other
Additional response to question 14: How knowledgeable are potential clients?
15. If they are knowledgeable, do they know exactly what they need when they call?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Additional response to question 15: If they are knowledgeable, do they know exactly what they need when they call?
16. What products and/or services would you like to see featured on the homepage of your website?
(Required)
Hidden
16. How long is the sales cycle (from first contact to a signed agreement)?
Hidden
17. What is the title(s) of the individual(s) (client side) who makes the final decision to partner with Ulteig?
Hidden
18. What is the title of the internal Ulteig individual who signs off on proposals?
Hidden
19. Does seasonality affect this Lifeline Sector or client type?
Hidden
20. Who are your top 5-8 competitors within the selected Lifeline Sector and client type?
Hidden
21. How do you believe potential clients are researching partners? Web? Industry connections?
Hidden
22. Once they identified their top potential partners, how do you think they are validating their decision before they reach out? (reviewing your website, checking social media, etc.?)
Hidden
23. Is the person calling to find a partner well versed in the engineering or tech details?
Hidden
24a. How long does it take to prepare a response for a RFP/RFQ for an ideal project?
Hidden
24b. Is that faster or slower than what you would like?
Hidden
25. What is Ulteig’s biggest challenge in finding more work within this Lifeline Sector and/or with this client type?
Hidden
26a. Are there any post-purchase steps currently in place to deliver support, content, etc?
Hidden
26b. Do you have any suggestions for what you would like to see?
Hidden
27. What is the most common information you need to assemble to create a pitch for an “ideal client”?
Hidden
28. What is the most common information you need to assemble to create a final quote/proposal for an “ideal client”?
Hidden
29. What is the future for this Lifeline Sector and/or client type?
Hidden
30. Where do you think Ulteig can improve?
Hidden
31. Where is Ulteig’s strength in this Lifeline Sector and/or client type?
Hidden
32. What sets Ulteig apart from the competition?
Hidden
33. What solutions/services do you see the most opportunity for growth in? Why?
Hidden
34. How important is Ulteig-internal hiring for this Lifeline Sector and/or client type?
Hidden
35. What would you change, if anything, about your business development process?
Hidden
Client Types
Hidden
For the selected Lifeline Sector and client type, walk us through the typical individuals who you believe are involved in the sourcing and bidding process–everyone from the initial contact to the final decision maker.
Click the plus sign at the end of the notes box to add more lines.
Title
Age
Gender
Geo Location
Responsibilities
Traits
Add’l Notes
Add
Remove
Hidden
Goals for the selected Lifeline Sector and client type
Hidden
3-4 Goals for the Next Year
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
2-3 Goals for the Next Two Years
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
1-2 Goals for the Next Five Years
Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Thank you for your time and insights!
Phone
This field is for validation purposes and should be left unchanged.
Δ
Marketing
Name
(Required)
First
Last
Title
(Required)
Email
(Required)
If your work covers more than one Lifeline Sector or Client Type, please select the one you feel most familiar with. Answer all questions that follow with just this Lifeline Sector and Client Type in mind.
Hidden
Applicable Lifeline Sector
Power
Renewables
Hidden
Power Client Type
Investor-Owned Utilities
Electric Co-ops
Electric Municipals
Hidden
Renewable Client Type
Contractor/EPC
Owner/Operator/Independent Power Producer (IPP)
Developer
1. How often are you contacting or providing suggested marketing content to departments for high-level/generic Lifeline Sector or client type content?
(Required)
Daily
Weekly
Monthly
Quarterly
Other
Additional response to question 1: How often are you contacting or providing suggested marketing content to departments for high-level/generic Lifeline Sector or client type content?
2. How often are you contacting or providing suggested marketing content to different departments for specific Lifeline Sector or client type content?
(Required)
Daily
Weekly
Monthly
Quarterly
Other
Additional response to question 2: How often are you contacting or providing suggested marketing content to different departments for specific Lifeline Sector or client type content?
3. How often do specific departments request marketing content from the marketing team?
(Required)
Daily
Weekly
Monthly
Quarterly
Other
Which departments request the most marketing content?
(Required)
Which departments rarely ask for marketing content?
(Required)
Additional response to question 3: How often do specific departments request marketing content from the marketing team?
4. What is the most common way departments use Ulteig marketing material?
Sourcing/Cold potential client contact
Pitches/sales enablement
Brand awareness
Post-purchase contact
Client FAQs
Upselling
Other
Additional response to question 4: What is the most common way departments use Ulteig marketing material?
5. Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 5: Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
6. How often would you propose sending applicable, free marketing content to a signed client?
(Required)
As often as possible
Weekly
Monthly
Quarterly
Yearly
Other
Why?
(Required)
Additional response to question 6: How often would you propose sending applicable, free marketing content to a signed client?
7. How often do you believe Ulteig uses marketing content to sell?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Why?
(Required)
Additional response to question 7: How often do you believe Ulteig uses marketing content to sell?
8. Does Ulteig have a process or system in place for additional marketing content delivery after a proposal or quote has been sent?
(Required)
Yes
No
Other
Walk us through the process.
(Required)
Should there be?
(Required)
Additional response to question 8: Does Ulteig have a process or system in place for additional marketing content delivery after a proposal or quote has been sent?
9. How knowledgeable are potential clients?
(Required)
Very knowledgeable
Somewhat knowledgeable
Not knowledgeable
Other
Additional response to question 9: How knowledgeable are potential clients?
10. If they are knowledgeable, do they know exactly what they need when they call?
(Required)
Yes
No
Other
Additional response to question 10: If they are knowledgeable, do they know exactly what they need when they call?
11. How often do leads come through the website?
(Required)
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 11: How often do leads come through the website?
12. How often do leads come through digital ads?
(Required)
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 12: How often do leads come through digital ads?
13. How often do leads come through social media?
(Required)
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 13: How often do leads come through social media?
14. What products and/or services would you like to see featured on the homepage of your website?
(Required)
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14. Who are your top 5-8 competitors within the selected Lifeline Sector and client type?
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15. How do you believe potential clients are researching partners? Web? Industry connections?
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16. Once clients have identified their top potential partners, how do you think they are validating their decision before they reach out? (reviewing your website, checking social media, etc.?)
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17. Does the potential client point-of-contact have strong foundational knowledge in their desired project?
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18. Is the person calling or inquiring to find a partner well versed in the engineering or tech details?
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19a. Are there any post-purchase steps currently in place to deliver support, marketing content, etc?
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19b. Do you have any suggestions for what you would like to see?
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20. What is the future for this Lifeline Sector and/or client type?
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21. Where do you think Ulteig can improve?
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22. Where is Ulteig’s strength in this Lifeline Sector and/or client type?
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23. What sets Ulteig apart from the competition?
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24. What solutions/services do you see the most opportunity for growth in? Why?
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Client Types
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For the selected Lifeline Sector and client type, walk us through the typical individuals who you believe are involved in the sourcing and bidding process–everyone from the initial contact to the final decision maker.
Click the plus sign at the end of the notes box to add more lines.
Title
Age
Gender
Geo Location
Responsibilities
Traits
Add'l Notes
Add
Remove
Hidden
Goals for the selected Lifeline Sector and client type
Hidden
3-4 Goals for the Next Year
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
2-3 Goals for the Next Two Years
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
1-2 Goals for the Next Five Years
Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Thank you for your time and insights!
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